Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Sequoia Financial Advisors’s Portfolio PJUL Stock Details PJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Hold	5,856	–	–	﹤0.01%	1707
2026 Q1	$269K	Sell	5,856 -85	-1%	-$3.96K	﹤0.01%	1629
2025 Q4	$276K	Sell	5,941 -1,140	-16%	-$52.3K	﹤0.01%	1604
2025 Q3	$323K	Buy	7,081 +485	+7%	+$21.7K	﹤0.01%	1352
2025 Q2	$289K	Buy	6,596 +1,180	+22%	+$48.4K	﹤0.01%	1281
2025 Q1	$218K	Hold	5,416	–	–	﹤0.01%	1221
2024 Q4	$223K	Hold	5,416	–	–	﹤0.01%	1173
2024 Q3	$219K	Sell	5,416 -509	-9%	-$20.1K	﹤0.01%	1131
2024 Q2	$230K	Hold	5,925	–	–	﹤0.01%	1031
2024 Q1	$225K	Sell	5,925 -1,463	-20%	-$54.2K	﹤0.01%	998
2023 Q4	$267K	Sell	7,388 -1,086	-13%	-$37.6K	﹤0.01%	977
2023 Q3	$286K	Hold	8,474	–	–	0.01%	711
2023 Q2	$290K	Buy	+8,474	New	+$274K	0.01%	715

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sequoia Financial Advisors's PJUL Position: Q2 2026 in Review

Sequoia Financial Advisors held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 5,856 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Sequoia Financial Advisors first reported a position in PJUL in Q2 2023 and has held it in 13 quarters since. The position peaked at $323K in Q3 2025. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Sequoia Financial Advisors held 5,856 shares of Innovator US Equity Power Buffer ETF July worth $286K as of Q2 2026.
Sequoia Financial Advisors left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1707 holding.
Sequoia Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's Innovator US Equity Power Buffer ETF July position peaked at $323K in Q3 2025.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.